Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
KUHNE CHARLES CHAR FDN TW
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

35-6011137
B Telephone number (see instructions)

(888) 730-4933
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$7,025,301J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 181,439 180,575  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 127,722
b Gross sales price for all assets on line 6a 1,578,587
7 Capital gain net income (from Part IV, line 2)... 127,722
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,302    
12 Total. Add lines 1 through 11........ 312,463 308,297  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,414 56,561   18,854
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,068 0 0 1,068
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
11,376 4,739   6,637
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,190 5,190   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
52 52    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 93,100 66,542 0 26,559
25 Contributions, gifts, grants paid....... 320,000 320,000
26 Total expenses and disbursements. Add lines 24 and 25 413,100 66,542 0 346,559
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -100,637
b Net investment income (if negative, enter -0-) 241,755
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,415 1,550 1,550
2 Savings and temporary cash investments......... 281,916 190,390 190,390
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,292,421 Click to see attachment
List of Attached Documents:
// Content
1,084,670 		2,537,017
c Investments—corporate bonds (attach schedule)....... 1,625,745 Click to see attachment
List of Attached Documents:
// Content
2,079,597 		2,027,950
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,511,207 Click to see attachment
List of Attached Documents:
// Content
2,254,085 		2,268,394
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,712,704 5,610,292 7,025,301
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,712,704 5,610,292
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,712,704 5,610,292
30 Total liabilities and net assets/fund balances (see instructions). 5,712,704 5,610,292
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,712,704
2
Enter amount from Part I, line 27a .....................
2
-100,637
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
435
4
Add lines 1, 2, and 3 ..........................
4
5,612,502
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,210
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,610,292
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 40000. GLOBAL PAYMENTS INC 2.150% 1/15/27   2022-08-18 2023-01-23
b 10. BLACKROCK INC   2020-04-08 2023-02-09
c 128. COGNIZANT TECH SOLUTIONS CRP COM     2023-02-09
d 127. FIDELITY NATL INFORMATION SVCS INC     2023-02-09
e 364. FIDELITY NATL INFORMATION SVCS INC     2023-02-09
178. INTERPUBLIC GROUP COS INC   2020-10-26 2023-02-09
45. JPMORGAN CHASE & CO     2023-02-09
242. LAS VEGAS SANDS CORP     2023-02-09
34. UNION PACIFIC CORP     2023-02-09
44. WASTE MANAGEMENT INC     2023-02-09
25000. HP ENTERPRISE CO 1.450% 4/01/24   2022-08-18 2023-03-07
15000. HP ENTERPRISE CO 1.450% 4/01/24   2020-12-10 2023-03-07
20000. US TREASURY NOTE 2.250% 12/31/23   2022-08-18 2023-03-07
15. WALT DISNEY CO   2022-08-10 2023-03-17
43. WALT DISNEY CO     2023-03-17
626. MANULIFE FINANCIAL CORP     2023-03-17
675. ISHARES CMBS ETF   2022-08-18 2023-05-08
100. CVS HEALTH CORPORATION     2023-06-15
21. WALT DISNEY CO   2022-06-24 2023-06-15
244. WALT DISNEY CO     2023-06-15
57. ELECTRONIC ARTS INC     2023-06-15
100. HASBRO INC     2023-06-15
381. LAS VEGAS SANDS CORP     2023-06-15
15. ELI LILLY & CO COM     2023-06-15
100. SYSCO CORP     2023-06-15
32. EATON CORP PLC   2021-08-10 2023-06-15
364. CVS HEALTH CORPORATION   2001-12-10 2023-06-23
13. HASBRO INC   2022-08-10 2023-06-23
351. HASBRO INC     2023-06-23
366. SYSCO CORP     2023-06-23
41. ABBVIE INC     2023-08-10
10. ADOBE SYS INC   2023-06-23 2023-08-10
55. ADVANCED MICRO DEVICES INC     2023-08-10
160. ALPHABET INC CL C   2020-04-08 2023-08-10
21. APPLE INC   2023-02-09 2023-08-10
139. APPLE INC   2008-10-07 2023-08-10
8. BLACKROCK INC     2023-08-10
66. BLACKSTONE INC   2023-02-09 2023-08-10
31. BOEING CO     2023-08-10
3. BOOKING HOLDINGS INC   2023-06-15 2023-08-10
14. BROADCOM INC     2023-08-10
60. CELANESE CORP   2023-06-15 2023-08-10
116. CISCO SYSTEMS INC   2020-04-08 2023-08-10
131. CITIGROUP INC.     2023-08-10
57. COGNIZANT TECH SOLUTIONS CRP COM   2016-08-24 2023-08-10
4754.509 DELAWARE SMALL CAP CORE-R6   2022-08-10 2023-08-10
31. DIAGEO PLC - ADR     2023-08-10
31. ELECTRONIC ARTS INC     2023-08-10
38. META PLATFORMS INC     2023-08-10
18. HOME DEPOT INC   2022-12-06 2023-08-10
131. ISHARES CORE MSCI EMERGING ETF   2021-03-25 2023-08-10
66. JPMORGAN CHASE & CO     2023-08-10
8. LAM RESEARCH CORP COM   2022-10-25 2023-08-10
3. LAM RESEARCH CORP COM     2023-08-10
21. ELI LILLY & CO COM   2016-10-03 2023-08-10
330. MANULIFE FINANCIAL CORP     2023-08-10
12. MCDONALDS CORP   2023-06-15 2023-08-10
51. MERCK & CO INC NEW   2023-06-15 2023-08-10
24. MERCK & CO INC NEW   2021-10-12 2023-08-10
45. MICROSOFT CORP   2023-02-09 2023-08-10
45. MICROSOFT CORP   2014-08-06 2023-08-10
77. MONDELEZ INTERNATIONAL INC   2018-07-27 2023-08-10
35. NIKE INC CL B   2017-10-23 2023-08-10
87. RTX CORP     2023-08-10
250. REGIONS FINL CORP NEW   2022-08-22 2023-08-10
181. SUNCOR ENERGY INC NEW F   2023-03-17 2023-08-10
74. SUNCOR ENERGY INC NEW F   2015-07-07 2023-08-10
7. THERMO FISHER SCIENTIFIC INC   2023-06-15 2023-08-10
4. THERMO FISHER SCIENTIFIC INC   2021-07-29 2023-08-10
104. TORONTO DOMINION BK ONT COM NEW   2023-02-09 2023-08-10
136. TOTAL S.A. - ADR     2023-08-10
2114.989 TOUCHSTONE MID CAP-R6 #355     2023-08-10
19. UNION PACIFIC CORP   2010-11-08 2023-08-10
33. UNITED PARCEL SERVICE-CL B   2023-02-09 2023-08-10
4. UNITED PARCEL SERVICE-CL B   2021-07-29 2023-08-10
12. UNITEDHEALTH GROUP INC   2023-06-15 2023-08-10
10. UNITEDHEALTH GROUP INC   2010-01-06 2023-08-10
2299. VANGUARD MIDCAP VIPER     2023-08-10
23. VISA INC-CLASS A SHRS   2023-02-09 2023-08-10
6. VISA INC-CLASS A SHRS   2021-12-17 2023-08-10
28. WASTE MANAGEMENT INC   2020-08-25 2023-08-10
44. EATON CORP PLC     2023-08-10
51. GARMIN LTD     2023-08-10
37. TE CONNECTIVITY LTD   2021-11-19 2023-08-10
40000. KEYCORP 2.550% 10/01/29   2022-08-18 2023-08-11
20000. PNC FINANCIAL SERVIC 2.550% 1/22/30   2020-12-10 2023-08-11
20000. SUNTRUST BANKS INC 4.000% 5/01/25   2022-08-18 2023-08-11
20000. SUNTRUST BANKS INC 4.000% 5/01/25     2023-08-11
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 35,911   36,110 -199
b 7,160   4,520 2,640
c 8,502   9,745 -1,243
d 9,350   12,330 -2,980
e 26,799   44,508 -17,709
6,570   3,374 3,196
6,299   4,928 1,371
13,921   12,007 1,914
6,891   1,737 5,154
6,696   4,984 1,712
23,931   24,136 -205
14,359   15,328 -969
19,538   19,738 -200
1,400   1,688 -288
4,013   7,345 -3,332
10,972   12,247 -1,275
31,394   32,617 -1,223
6,802   5,288 1,514
1,935   2,040 -105
22,483   9,399 13,084
7,314   7,453 -139
6,149   9,628 -3,479
22,428   16,899 5,529
6,801   1,572 5,229
7,298   5,016 2,282
6,181   4,976 1,205
25,338   4,917 20,421
772   1,029 -257
20,837   33,534 -12,697
26,579   17,740 8,839
6,176   4,523 1,653
5,210   4,802 408
6,122   6,657 -535
21,132   9,650 11,482
3,767   3,178 589
24,934   467 24,467
5,576   3,441 2,135
6,668   6,022 646
7,391   10,320 -2,929
9,645   7,774 1,871
11,943   4,373 7,570
7,646   6,923 723
6,203   4,813 1,390
5,870   6,650 -780
4,021   3,281 740
130,606   135,551 -4,945
5,389   4,214 1,175
3,820   3,025 795
11,703   11,851 -148
5,951   5,719 232
6,608   8,197 -1,589
10,187   6,716 3,471
5,533   3,045 2,488
2,075   1,949 126
10,992   1,694 9,298
6,483   4,998 1,485
3,465   3,496 -31
5,415   5,576 -161
2,548   1,907 641
14,677   11,899 2,778
14,677   1,933 12,744
5,687   3,310 2,377
3,860   1,881 1,979
7,595   8,427 -832
5,189   5,535 -346
5,751   5,231 520
2,351   2,033 318
3,852   3,698 154
2,201   2,126 75
6,653   7,143 -490
8,669   7,967 702
104,967   87,495 17,472
4,369   875 3,494
5,943   6,105 -162
720   772 -52
6,053   5,618 435
5,044   319 4,725
513,044   514,350 -1,306
5,534   5,278 256
1,444   1,276 168
4,510   3,169 1,341
9,574   6,184 3,390
5,347   6,277 -930
5,048   6,098 -1,050
31,882   35,533 -3,651
16,698   21,641 -4,943
19,398   20,079 -681
19,398   20,968 -1,570
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
      750
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -199
b       2,640
c       -1,243
d       -2,980
e       -17,709
      3,196
      1,371
      1,914
      5,154
      1,712
      -205
      -969
      -200
      -288
      -3,332
      -1,275
      -1,223
      1,514
      -105
      13,084
      -139
      -3,479
      5,529
      5,229
      2,282
      1,205
      20,421
      -257
      -12,697
      8,839
      1,653
      408
      -535
      11,482
      589
      24,467
      2,135
      646
      -2,929
      1,871
      7,570
      723
      1,390
      -780
      740
      -4,945
      1,175
      795
      -148
      232
      -1,589
      3,471
      2,488
      126
      9,298
      1,485
      -31
      -161
      641
      2,778
      12,744
      2,377
      1,979
      -832
      -346
      520
      318
      154
      75
      -490
      702
      17,472
      3,494
      -162
      -52
      435
      4,725
      -1,306
      256
      168
      1,341
      3,390
      -930
      -1,050
      -3,651
      -4,943
      -681
      -1,570
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 127,722
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,360
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,360
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,360
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,464
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,464
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 896
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+4right arrow27101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
WELLS FARGO BANK N A TRUSTEE
1 		75,414    
100 N MAIN ST FL 5D4001-052
WINSTONSALEM,NC27101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
6,410,632
b
Average of monthly cash balances.......................
1b
254,031
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,664,663
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,664,663
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
99,970
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,564,693
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
328,235
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
328,235
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,360
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,360
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
324,875
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
324,875
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
324,875
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
346,559
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
346,559
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 324,875
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 312,404
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 346,559
a Applied to 2022, but not more than line 2a 312,404
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 34,155
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		290,720
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JENNIFER KING
111 EAST WAYNE STREET
FORT WAYNE,IN46802
(260) 461-6458
bThe form in which applications should be submitted and information and materials they should include:
LETTER
cAny submission deadlines:
NO DEADLINE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO RESTRICTIONS
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

INTERFAITH HOSPITALITY NETWORK

4290 JACKSON RD
ANN ARBOR,MI48103 		NONE PC GENERAL OPERATING 10,000

MORGAN ADAMS FOUNDATION

5303 E EVANS AVENUE
DENVER,CO802220000 		NONE PC GENERAL OPERATING 10,000

SCAN INC

500 W MAIN ST
FORT WAYNE,IN468021406 		NONE PC GENERAL OPERATING 10,000

CENTER FOR NONVIOLENCE INC

235 W CREIGHTON AVE
FORT WAYNE,IN468070000 		NONE PC GENERAL OPERATING 10,000

NORTHEAST INDIANA POSITIVE RESOURCE

525 OXFORD ST
FORT WAYNE,IN46806 		NONE PC GENERAL OPERATING 15,000

YWCA NORTHEAST INDIANA INC

5920 DECATUR RD
FORT WAYNE,IN468163640 		NONE PC GENERAL OPERATING 5,000

ASSOCIATED CHURCHES OF FORT WAYNE IND IN

602 E WAYNE ST
FORT WAYNE,IN468022016 		NONE PC GENERAL OPERATING 15,000

TURNSTONE CENTER FOR CHILDREN AND ADULTS

3320 N CLINTON ST
FORT WAYNE,IN468051918 		NONE PC GENERAL OPERATING 15,000

CANCER SERVICES OF ALLEN COUNTY INC

6316 MUTUAL DRIVE
FORT WAYNE,IN468250000 		NONE PC GENERAL OPERATING 10,000

MARTIN LUTHER KING SCHOOL INC

6001 S ANTHONY BLVD
FORT WAYNE,IN468163705 		NONE PC GENERAL OPERATING 5,000

HOMEBOUND MEALS INC

611 W BERRY ST
FORT WAYNE,IN468022105 		NONE PC GENERAL OPERATING 5,000

BIG BROTHERS BIG SISTERS OF NORTHEAST IN

1005 WEST RUDISILL BLVD
FORT WAYNE,IN468072172 		NONE PC GENERAL OPERATING 10,000

FORT WAYNE CHILDRENS CHOIR INC

2101 EAST COLISEUM BOULEVARD
FORT WAYNE,IN468050000 		NONE PC GENERAL OPERATING 3,000

HABITAT FOR HUMANITY OF GREATER FORT WAY

2020 E WASHINGTON BLVD STE 500
FORT WAYNE,IN468031368 		NONE PC GENERAL OPERATING 10,000

ERINS HOUSE FOR GRIEVING CHILDREN INC

5670 YMCA PARK DR W
FORT WAYNE,IN468353280 		NONE PC GENERAL OPERATING 10,000

THE POWER HOUSE ALLIANCE INC

830 MAIN ST
NEW HAVEN,IN467741448 		NONE PC GENERAL OPERATING 5,000

CHILDRENS HOPE INC

7922 W JEFFERSON BLVD
FORT WAYNE,IN468044140 		NONE PC GENERAL OPERATING 5,000

CHILD ADVOCACY CENTER OF ALLEN COUNTY IN

2730 E STATE BLVD SUITE C
FORT WAYNE,IN468050000 		NONE PC GENERAL OPERATING 15,000

SUPER SHOT INC

1515 HOBSON ROAD
FORT WAYNE,IN468050000 		NONE PC GENERAL OPERATING 10,000

BLUE JACKET INC

2826 S CALHOUN ST
FORT WAYNE,IN468071404 		NONE PC GENERAL OPERATING 10,000

AMANI FAMILY SERVICES INC

5104 N CLINTON ST
FORT WAYNE,IN468255720 		NONE PC GENERAL OPERATING 15,000

HEARCARE CONNECTION INC

130 W MAIN ST STE 150
FORT WAYNE,IN468021797 		NONE PC GENERAL OPERATING 15,000

REDEMPTION HOUSE

16637 DEVON DR
MINNETONKA,MN553450000 		NONE PC GENERAL OPERATING 10,000

BIBLICAL LIFE RECOVERY CENTER INC

2021 HOBSON RD
FORT WAYNE,IN468054872 		NONE PC GENERAL OPERATING 10,000

RESPECT360 INC

PO BOX 309
HUNTERTOWN,IN467480000 		NONE PC GENERAL OPERATING 5,000

WELLSPRING INTERFAITH SOCIAL SERVICES IN

1316 BROADWAY
FORT WAYNE,IN468023306 		NONE PC GENERAL OPERATING 10,000

ST JOSEPH MISSIONS

3505 LAKE AVENUE
FORT WAYNE,IN468050000 		NONE PC GENERAL OPERATING 10,000

CHILL INC

500 W MAIN ST
FORT WAYNE,IN468021406 		NONE PC GENERAL OPERATING 2,000

HEALTHIER MOMS AND BABIES INC

1025 W RUDISILL BLVD
FORT WAYNE,IN468070000 		NONE PC GENERAL OPERATING 10,000

INDIANA WOMEN IN NEED FOUNDATION

8515 CEDAR PLACE DR STE 103A
INDIANAPOLIS,IN462402343 		NONE PC GENERAL OPERATING 5,000

CANINE COMPANIONS FOR INDEPENDENCE

2965 DUTTON AVE
SANTA ROSA,CA954075711 		NONE PC GENERAL OPERATING 10,000

JUNIOR ACHIEVEMENT OF NORTHERN

550 E WALLEN RD
FORT WAYNE,IN46825 		NONE PC GENERAL OPERATING 5,000

QUESTA EDUCATION FOUNDATION

6502 CONSTITUTION DR
FORT WAYNE,IN46804 		NONE PC GENERAL OPERATING 10,000

VISITING NURSE DBA STILLWATER HOSPICE

5910 HOMESTEAD ROAD
FORT WAYNE,IN46814 		NONE PC GENERAL OPERATING 15,000
Total .................................right arrow 3a 320,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 181,439  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 127,722  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 3,302  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   312,463  
13Total. Add line 12, columns (b), (d), and (e)..................
13
312,463
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
KUHNE CHARLES CHAR FDN TW
EIN:
35-6011137
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,068     1,068

TY 2023 InvestmentsCorpBondsSchedule
Name:
KUHNE CHARLES CHAR FDN TW
EIN:
35-6011137
Name of Bond End of Year Book Value End of Year Fair Market Value
166764BW9 CHEVRON CORP 29,665 28,766
06051GGA1 BANK OF AMERICA CORP 39,885 38,058
9128286X3 US TREASURY NOTE 97,643 95,473
036752AB9 ANTHEM INC 25,723 24,250
06367WMQ3 BANK OF MONTREAL 20,175 19,705
9128286A3 US TREASURY NOTE 98,849 96,856
912828WJ5 US TREASURY NOTE 2.5 79,392 79,218
9128286T2 US TREASURY NOTE 2.3 106,484 101,957
14040HBN4 CAPITAL ONE FINANCIA 41,460 38,192
38148LAE6 GOLDMAN SACHS GROUP 40,663 39,176
961214DW0 WESTPAC BANKING CORP 39,515 38,161
29444UBL9 EQUINIX INC 36,816 35,088
42824CBJ7 HP ENTERPRISE CO    
20030NCT6 COMCAST CORP 43,282 39,443
9128285M8 US TREASURY NOTE 90,896 86,942
25389JAR7 DIGITAL REALTY TRUST 27,510 24,109
254687FL5 WALT DISNEY COMPANY/ 37,705 35,491
693475AZ8 PNC FINANCIAL SERVIC 18,006 17,495
912828M56 US TREASURY NOTE 97,963 96,313
912828U24 US TREASURY NOTE 2.0 95,955 94,539
46625HRV4 JPMORGAN CHASE & CO 40,242 38,103
9128283W8 US TREASURY NOTE 96,329 95,590
9128284F4 US TREASURY NOTE 98,539 97,633
867914BS1 SUNTRUST BANKS INC    
00287YAQ2 ABBVIE INC 16,535 14,728
61746BEF9 MORGAN STANLEY 40,974 38,780
78016EZM2 ROYAL BANK OF CANADA 19,926 18,539
126650DM9 CVS HEALTH CORP 36,576 35,526
548661DY0 LOWE'S COS INC 35,238 33,221
110122DP0 BRISTOL-MYERS SQUIBB 14,855 13,324
37940XAG7 GLOBAL PAYMENTS INC    
912828V23 US TREASURY NOTE    
120568BB5 BUNGE LTD FINANCE CO 37,446 37,814
907818FU7 UNION PACIFIC CORP 35,933 34,772
49326EEJ8 KEYCORP    
31428XCD6 FEDEX CORP 35,002 34,429
9128282R0 US TREASURY NOTE 95,456 94,313
91282CBL4 US TREASURY NOTE 102,214 100,168
023135CH7 AMAZON.COM INC 37,304 38,103
037833EV8 APPLE INC 29,324 30,466
67103HAL1 O'REILLY AUTOMOTIVE 38,037 39,568
91282CDY4 US TREASURY NOTE 1.8 103,235 103,168
91282CGQ8 US TREASURY NOTE 98,845 100,473

TY 2023 InvestmentsCorpStockSchedule
Name:
KUHNE CHARLES CHAR FDN TW
EIN:
35-6011137
Name of Stock End of Year Book Value End of Year Fair Market Value
25243Q205 DIAGEO PLC - ADR 16,865 29,860
56501R106 MANULIFE FINANCIAL C 28,873 48,708
75513E101 RTX CORP 47,170 52,672
532457108 ELI LILLY & CO COM 9,344 78,694
46625H100 JPMORGAN CHASE & CO 21,331 73,994
904767704 UNILEVER PLC - ADR 25,958 22,786
594918104 MICROSOFT CORP 18,797 225,624
G29183103 EATON CORP PLC 33,394 69,356
097023105 BOEING CO 28,429 53,957
192446102 COGNIZANT TECH SOLUT 19,844 28,550
09247X101 BLACKROCK INC 16,376 40,590
609207105 MONDELEZ INTERNATION 21,624 36,505
907818108 UNION PACIFIC CORP 5,707 30,457
89151E109 TOTALENERGIES SE -SP 42,106 61,787
254687106 WALT DISNEY CO    
00287Y109 ABBVIE INC 29,442 42,307
150870103 CELANESE CORP 24,756 64,945
H84989104 TE CONNECTIVITY LTD 20,537 34,423
09857L108 BOOKING HOLDINGS INC 28,534 60,303
285512109 ELECTRONIC ARTS INC 17,171 29,141
58933Y105 MERCK & CO INC NEW 28,588 54,074
172967424 CITIGROUP INC. 37,896 44,804
17275R102 CISCO SYSTEMS INC 12,360 38,850
867224107 SUNCOR ENERGY INC NE 38,417 53,923
460690100 INTERPUBLIC GROUP CO 13,553 23,338
512807108 LAM RESEARCH CORP CO 12,451 55,611
91324P102 UNITEDHEALTH GROUP I 4,459 73,706
02079K107 ALPHABET INC CL C 26,868 150,513
126650100 CVS HEALTH CORPORATI    
92826C839 VISA INC-CLASS A SHR 37,185 54,413
H2906T109 GARMIN LTD 31,774 45,760
87612E106 TARGET CORP 12,719 26,917
09260D107 BLACKSTONE INC 25,051 58,390
94106L109 WASTE MANAGEMENT INC 18,333 31,701
517834107 LAS VEGAS SANDS CORP    
871829107 SYSCO CORP    
11135F101 BROADCOM INC 24,207 98,230
037833100 APPLE INC 3,662 210,050
911312106 UNITED PARCEL SERVIC 21,039 38,836
31620M106 FIDELITY NATL INFORM    
654106103 NIKE INC CL B 12,633 25,514
883556102 THERMO FISHER SCIENT 6,119 35,563
891160509 TORONTO DOMINION BK 37,913 45,622
418056107 HASBRO INC    
30303M102 META PLATFORMS INC 42,938 79,287
437076102 HOME DEPOT INC 32,587 36,041
7591EP100 REGIONS FINL CORP NE 34,082 32,093
00724F101 ADOBE INC 29,270 36,393
007903107 ADVANCED MICRO DEVIC 24,345 43,044
580135101 MCDONALDS CORP 28,545 29,058
855244109 STARBUCKS CORP COM 31,418 30,627

TY 2023 InvestmentsOtherSchedule2
Name:
KUHNE CHARLES CHAR FDN TW
EIN:
35-6011137
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
46434G103 ISHARES CORE MSCI EM AT COST 165,621 134,998
89155T490 TOUCHSTONE MID CAP-R AT COST 181,983 279,368
922908629 VANGUARD MIDCAP VIPE AT COST 223,147 348,495
77956H435 T ROWE PR OVERSEAS S AT COST 409,746 410,861
872365713 TCW EMRG MRKTS INC-P AT COST 335,848 277,105
46429B366 ISHARES CMBS ETF      
722005667 PIMCO COMMODITY REAL AT COST 350,614 255,197
74440Y884 PGIM HIGH YIELD-Q 10 AT COST 224,307 204,515
31641Q755 FIDELITY NEW MRKTS I AT COST 163,050 141,711
24610B826 DELAWARE SMALL CAP C      
38147N269 GLDMN SCHS GQP PRT I AT COST 199,769 216,144

TY 2023 OtherDecreasesSchedule
Name:
KUHNE CHARLES CHAR FDN TW
EIN:
35-6011137
Description Amount
COST BASIS ADJUSTMENT 151
CY PURCHASE OF ACCRUED INTEREST 21
PY RETURN OF CAPITAL ADJUSTMENT 1,947
ROC ON CY SALES 50
TAX LOT BASIS ADJUSTMENT 41


TY 2023 OtherExpensesSchedule
Name:
KUHNE CHARLES CHAR FDN TW
EIN:
35-6011137
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 52 52   0


TY 2023 OtherIncomeSchedule2
Name:
KUHNE CHARLES CHAR FDN TW
EIN:
35-6011137
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 3,302 0  


TY 2023 OtherIncreasesSchedule
Name:
KUHNE CHARLES CHAR FDN TW
EIN:
35-6011137
Description Amount
MUTUAL FUND TIMING ADJ 50
PY PURCHASE OF ACCRUED INTEREST 385


TY 2023 OtherProfessionalFeesSchedule
Name:
KUHNE CHARLES CHAR FDN TW
EIN:
35-6011137
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT ADMIN FEE 6,637     6,637
INVESTMNT MNGMNT FEES (NON-DED 4,739 4,739    


TY 2023 TaxesSchedule
Name:
KUHNE CHARLES CHAR FDN TW
EIN:
35-6011137
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,507 4,507   0
FOREIGN TAXES ON NONQUALIFIED 683 683   0